BG
BG

Brandie Mignon Giffin

9 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
262 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$277.9M

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
Loading...

Location

Waterloo, NE

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Brandie and her husband rent out the lower level of their lake home via Airbnb. This activity is not investment-related and requires minimal time.

Employment History
Current Registrations
Sterneck Capital Management LLC
September 2016 - Present · 9 yrs 5 mos
State Registrations3 states
MONETX
Advisor
Exams
No exam information available for this advisor.
Brandie Mignon Giffin - Financial Advisor | TrueAdvisor